Spire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,163
-10
| -0.5% | -$1.1K | 0.01% | 717 |
|
|
2025
Q1 | $236K | Sell |
2,173
-144
| -6% | -$15.7K | 0.01% | 782 |
|
|
2024
Q4 | $248K | Buy |
2,317
+988
| +74% | +$106K | 0.01% | 763 |
|
|
2024
Q3 | $150K | Sell |
1,329
-91
| -6% | -$10.3K | 0.01% | 805 |
|
|
2024
Q2 | $152K | Sell |
1,420
-7,524
| -84% | -$806K | 0.01% | 793 |
|
|
2024
Q1 | $974K | Sell |
8,944
-13,581
| -60% | -$1.48M | 0.02% | 384 |
|
|
2023
Q4 | $2.46M | Buy |
22,525
+6,791
| +43% | +$740K | 0.08% | 203 |
|
|
2023
Q3 | $1.61M | Buy |
15,734
+4,094
| +35% | +$418K | 0.06% | 250 |
|
|
2023
Q2 | $1.26M | Buy |
11,640
+4,670
| +67% | +$505K | 0.05% | 304 |
|
|
2023
Q1 | $764K | Buy |
6,970
+1,542
| +28% | +$169K | 0.03% | 392 |
|
|
2022
Q4 | $572K | Sell |
5,428
-1,867
| -26% | -$197K | 0.03% | 337 |
|
|
2022
Q3 | $747K | Sell |
7,295
-13,049
| -64% | -$1.34M | 0.05% | 264 |
|
|
2022
Q2 | $2.24M | Sell |
20,344
-8,990
| -31% | -$989K | 0.09% | 193 |
|
|
2022
Q1 | $3.55M | Sell |
29,334
-7,007
| -19% | -$848K | 0.1% | 193 |
|
|
2021
Q4 | $4.82M | Sell |
36,341
-202
| -0.6% | -$26.8K | 0.11% | 178 |
|
|
2021
Q3 | $4.86M | Sell |
36,543
-9,517
| -21% | -$1.27M | 0.13% | 162 |
|
|
2021
Q2 | $6.2M | Sell |
46,060
-46,787
| -50% | -$6.3M | 0.17% | 144 |
|
|
2021
Q1 | $12.4M | Buy |
+92,847
| New | +$12.4M | 0.33% | 85 |
|